Helvetia Holding AG

SWX:HELN Stock Report

Market Cap: CHF 9.2b

Helvetia Holding Management

Management criteria checks 2/4

Helvetia Holding's CEO is Fabian Rupprecht, appointed in Oct 2023, has a tenure of 1.42 years. directly owns 0.003% of the company’s shares, worth CHF305.81K. The average tenure of the management team and the board of directors is 2.9 years and 6.9 years respectively.

Key information

Fabian Rupprecht

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenure1.4yrs
CEO ownership0.003%
Management average tenure2.9yrs
Board average tenure6.9yrs

Recent management updates

Recent updates

Investors Still Waiting For A Pull Back In Helvetia Holding AG (VTX:HELN)

Mar 04
Investors Still Waiting For A Pull Back In Helvetia Holding AG (VTX:HELN)

Helvetia Holding AG (VTX:HELN) Not Flying Under The Radar

Nov 19
Helvetia Holding AG (VTX:HELN) Not Flying Under The Radar

We Ran A Stock Scan For Earnings Growth And Helvetia Holding (VTX:HELN) Passed With Ease

Mar 18
We Ran A Stock Scan For Earnings Growth And Helvetia Holding (VTX:HELN) Passed With Ease

CEO

Fabian Rupprecht (55 yo)

1.4yrs

Tenure

Mr. Fabian Joachim Rupprecht serves as Group Chief Executive Officer At Helvetia Schweizerische Versicherungsgesellschaft AG Since October 2023. He serves as Group Chief Executive Officer at Helvetia Holdi...

Leadership Team

NamePositionTenureCompensationOwnership
Fabian Rupprecht
Group Chief Executive Officer1.4yrsno data0.0033%
CHF 305.8k
Annelis Hammerli
Group Chief Financial Officer4.4yrsno datano data
Andre Keller
Group Chief Investment Officer5.9yrsno data0.0084%
CHF 774.7k
Marc Brachat
Head of Group Accountingno datano datano data
Sandra Hurlimann
Group Chief Technology Officer1.2yrsno datano data
Peter Eliot
Head of Investor Relationsless than a yearno datano data
Jonas Grossniklaus
Head of Corporate Communicationsno datano datano data
Esther Roman
Group Chief Human Resource Officerless than a yearno datano data
David Ribeaud
Chief Executive Officer of Specialty Markets10.2yrsno data0.019%
CHF 1.7m
Michael Sonderegger
Head of Private Customer Property & Financial Loss Insuranceno datano datano data
Martin Jara
Chief Executive Officer of Switzerland4.8yrsno data0.0077%
CHF 708.3k
Pascal Barbato
Head of Marineno datano datano data

2.9yrs

Average Tenure

52yo

Average Age

Experienced Management: HELN's management team is considered experienced (2.9 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Andreas von Planta
Non Executive Independent Director10.4yrsCHF 253.77k0.013%
CHF 1.2m
Thomas Schmuckli-Grob
Independent Non-Executive Chairman6.9yrsCHF 847.28k0.0090%
CHF 825.3k
Hans Kunzle
Non Executive Independent Vice-Chairman of the Board10.2yrsCHF 332.55k0.0081%
CHF 742.4k
Ivo Furrer
Non Executive Independent Director7.9yrsCHF 285.28k0.0056%
CHF 519.5k
Gabriela Payer
Non Executive Independent Director10.4yrsCHF 284.90k0.013%
CHF 1.2m
Beat Fellmann
Non Executive Independent Director6.9yrsCHF 253.43k0.0087%
CHF 802.3k
Rene Cotting
Non-Executive Director1.9yrsCHF 134.47k0.00076%
CHF 70.0k
Luigi Lubelli
Independent Non- Executive Director2.9yrsCHF 201.24k0.0013%
CHF 115.1k
Regula Wallimann
Non Executive Independent Director6.9yrsCHF 253.43k0.0056%
CHF 517.7k
Yvonne Macus
Non-Executive Director1.9yrsCHF 134.47k0.00038%
CHF 35.0k

6.9yrs

Average Tenure

60.5yo

Average Age

Experienced Board: HELN's board of directors are considered experienced (6.9 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/10 02:25
End of Day Share Price 2025/03/10 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Helvetia Holding AG is covered by 20 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Daniel BischofBaader Helvea Equity Research
Stefan SchürmannBank Vontobel AG